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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,939 | $180,466-29.7% | $154,114-17.6% | $135,382-6.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.69% | 888.15%-896.8pp | 735.16%-743.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $6,880 | $6,035+14.0% | $5,298+29.9% | $4,779+44.0% |
| Participant deferral / active EE | $8,729 | $5,806+50.3% | $5,081+71.8% | $5,609+55.6% |
| Admin fee / account holder | $1,626 | $16,144-89.9% | $13,411-87.9% | $10,829-85.0% |